TFA
MUB icon

Teamwork Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Teamwork Financial Advisors’s Portfolio MUB Stock Details MUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-11,593
Closed -$1.19M – 215
2023
Q3 		$1.19M Buy
11,593
+9,290
+403% +$980K 0.19% 74
2023
Q2 		$246K Sell
2,303
-2,595
-53% -$277K 0.04% 173
2023
Q1 		$528K Buy
4,898
+7
+0.1% +$748 0.1% 117
2022
Q4 		$516K Sell
4,891
-3,626
-43% -$378K 0.1% 120
2022
Q3 		$874K Buy
8,517
+3,777
+80% +$402K 0.19% 79
2022
Q2 		$504K Buy
4,740
+977
+26% +$104K 0.11% 131
2022
Q1 		$413K Sell
3,763
-36
-0.9% -$4.06K 0.08% 181
2021
Q4 		$442K Buy
3,799
+293
+8% +$34K 0.08% 199
2021
Q3 		$407K Buy
3,506
+291
+9% +$34.1K 0.08% 187
2021
Q2 		$377K Sell
3,215
-612
-16% -$71.5K 0.08% 179
2021
Q1 		$444K Buy
3,827
+370
+11% +$43.2K 0.1% 152
2020
Q4 		$405K Buy
3,457
+60
+2% +$6.97K 0.1% 143
2020
Q3 		$394K Buy
3,397
+903
+36% +$105K 0.12% 131
2020
Q2 		$288K Buy
+2,494
New +$283K 0.1% 150

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Teamwork Financial Advisors's MUB Position: Q4 2023 in Review

Teamwork Financial Advisors sold out of iShares National Muni Bond ETF (MUB) in Q4 2023, closing a stake of 11,593 shares — an estimated $1.19M sold.

Teamwork Financial Advisors first reported a position in MUB in Q2 2020 and held it in 14 quarters. The position peaked at $1.19M in Q3 2023. 1,374 funds tracked by Wall St. Rank hold MUB as of Q4 2023.

  • Teamwork Financial Advisors reported no remaining iShares National Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Teamwork Financial Advisors sold 11,593 iShares National Muni Bond ETF shares in Q4 2023, an estimated $1.19M.
  • Teamwork Financial Advisors first reported a position in iShares National Muni Bond ETF in Q2 2020 and held it in 14 quarters.
  • Teamwork Financial Advisors's iShares National Muni Bond ETF position peaked at $1.19M in Q3 2023.
  • 1,374 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2023.

Based on Teamwork Financial Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.